Accessing Special Actions for Reviewers

Use this information to access and use special actions for reviewers.

Force Submit and Unapprove are two special actions that reviewers can use when working with forecasts.
  1. Navigate to Forecasting > My Responsibilities.
  2. Ensure you are viewing the My Reviewees tab.
  3. Select a situation and follow the corresponding steps.
    Situation Steps
    Force Submit

    There may be times when you, as a reviewer, must submit a forecast on behalf of an end user (or another reviewer) in your review chain. This action keeps the forecasting process moving forward if an end user forgot to submit a forecast or is out of the office for a period.

    1. Ensure that you are viewing either the Pending or In Progress organization tabs.

      The Pending tab allows you to Force Submit an organization's forecast on behalf of a user below your direct reviewee.

      The In Progress tab allows you to Force Submit an organization's forecast on behalf of your direct reviewee.

    2. Select Force Submit to submit the forecast for review.

      The forecast now shows up as Submitted in the Status column within the My Reviewees and Submitted tabs.
    Unapprove

    After you approve a forecast as a reviewer, you can also unapprove the forecast. This action pushes the forecast down to the original submitter and makes the forecast non-editable for you. This action is like the Reject action but occurs after the forecast was approved.

    1. Ensure you are viewing the Approved organizations tab.
    2. Select Unapprove to send a forecast back to the end user.

      The forecast now shows up as In Progress in the Status column within the My Revieweesand In Progress tabs.
Parent topic: Distributed Forecasting Training Videos - Review and Approval Process